2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
- With CAPTRUST Since 2014
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
- Port Washington, NY
- A World Only Lit by Fire | Citizen Kane
- My maternal grandmother, Thomas Wolfe, and Eleanor Roosevelt
- Treat people as you would be treated.
- Loyalty, sense of humor, and integrity
Financial Advisors
Kathleen Whitmore is a wealth management financial advisor based in Raleigh, NC.
As an advice and wellness wealth advisor within the firms Institutional Services Group, Kathleen works with retirement plan participants to provide wealth management advice for plan sponsors.
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